Product Enhancements – Release Notes July 2021
We are happy to announce some new enhancements & fixes:
(Last Released: July 30, 2021)
Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.
(Last Released: July 30, 2021)
Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.
HomeBoard
- Added notifications of unsaved changes when closing an appointment or task drawer
- Added ability to cancel and revert changes in appointment and task drawer
- Updated UX for deleting tasks and appointments
Task List
- Redesign Create task functionality on the HomeBoard
- Redesign Create task functionality on the HomeBoard
- Updated functionality of tasks, sub tasks and recurring tasks
- Updated task display for mini calendar
- Updated prioritization and due date functionality for completed tasks
- Updated functionality of Roles and Goal filters
Calendar
- Updated display and functionality in week and month view for all-day appointments
- Updated functionality for appointment and task detail drawer, private appointments, and task delegation
- Updated the appointment drawer duration functionality
- Updated display of future month events on calendar
- Added custom views to full calendar mode
- Enhanced guest functionality for appointments
- Enhanced display options for contact Birthdays
- Updated functionality for calendar resources
Dashboards
- Added global filters to custom dashboards
- Enhanced dashboard experience to include Role based security
- Added new Opportunity Funnel widget to dashboards
CRM Objects
- Â Added sub tabs on creating an appointment within an objects will not show the sub-tabs
- Updated functionality for object history
- Updated functionality on Purchase Orders teams
Project Management
- Updated linking of project tasks from HomeBoard to the respective projects
- Update profile functionality to display projects on HomeBoard
- Added functionality to create a project from the HomeBoard
- Updated functionality for Project and project task advance search
- Updated project filters for task list
- Introduced new gantt chart for projects
Planning
Weekly Planning
- Updated display of appointment in weekly planning calendar
- Updated functionality of Roles, Goals, Goal Milestones and Goal tasks
Vision Board
- Added Functionality to create roles and goals from HomeBoard